Managers of Wealth Americas

Winthrop Rockefeller Foundation adds two to board

The WRF Board also reappointed two board members for second terms and elected officers for 2022.

Julius Baer restructures LatAm unit, Mexico head exits

The move reflects Cuomo’s growing stature as a leading figure for Julius Baer’s Latin America business.

Regions Bank appoints Community Development Manager

28-year financial services veteran to oversee Community Reinvestment Act activities.

Wells Fargo Names Winniford CFO of Corporate, Investment Banking

The move comes as Wells Fargo CEO Charlie Scharf pushes for a bigger presence on Wall Street

McCleary named CEO of American Federal Bank

American Federal is a Top 100 Ag Lender in the United States.

KKR Names Global Head of Private Wealth

Augments commitment to expanding access to KKR’s investment strategies for individual investors

TD to hire over 2,000 technology roles in 2022 to power the Bank's future-focused strategy

Roles in Dev Ops, Agile, and Microservices among the in-demand positions fueling the Bank's accelerated Tech Talent Strategy

M&T Bank/Wilmington Trust Leader Announces Retirement

Farrell will be succeeded by Jennifer Warren

Adrienne A. Harris named superintendent of the New York State Department of Financial Services

"I am honored to serve as the Superintendent of the Department of Financial Services. "

JPMorgan's Sara Castelhano takes the chair at P20

P20 is a collaborative payments forum for thought leadership, best practice and for harmonizing global standards on the issues above and regularly releases reports.

Latham & Watkins Makes Significant Additions to Leading Global ESG Advisory Capability

Sarah Fortt and Betty Moy Huber bring longstanding experience and top-tier reputations advising on key ESG issues facing businesses and investors today.

$200m Citi LatAm advisor vet joins Alex. Brown

The local management team and specialists have been excellent and very hands-on through the transition process.

Wells Fargo Hires Credit Suisse Managing Director

Schleifman to focus on industrials and financial institutions

Wells Fargo to name new head of manager research

Maddox has been head of global manager research for the Wells Fargo Investment Institute since 2014

ERM Group appoints Global CEO

The Board welcomes Tom to the firm and is excited about the future that he will help develop for ERM and its clients.

Helping Small Businesses Thrive: Regions Bank Launches Commercial Business Development Team

Jordan Baxter to lead new initiative to assist small businesses with financial solutions.

Goldman appoints Sarsfield to co-run asset management unit

Sarsfield, who has been with the premier investment bank for more than 22 years, currently co-heads the client business of the asset management arm.

JPMorgan shakes up the senior ranks of its equity derivatives team

The US bank has named Francesco Lavatelli as global head of corporate equity derivatives

The Revilla Group Joins J.P. Morgan Wealth Management in Miami

They take a holistic approach in helping clients achieve their short- and long-term financial goals, and I’m confident they’ll play key roles as we continue to strengthen our offering in Miami.

BofA Realigns Leadership Roles in Wealth Management Unit

As part of the changes, Sieg will oversee the company’s Investment Solutions Group (ISG) and its Personal Retirement Group.

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